NVS icon

Novartis
NVS

Overview Fund Activity

1,175 hedge funds and large institutions have $21.5B invested in Novartis in 2020 Q4 according to their latest regulatory filings, with 145 funds opening new positions, 378 increasing their positions, 436 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,175
Holders Change
+58
Holders Change %
+5.19%
% of All Funds
20.85%
Holding in Top 10
14
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.69%
% of All Funds
0.25%
New
145
Increased
378
Reduced
436
Closed
70
Calls
$245M
Puts
$117M
Net Calls
+$128M
Net Calls Change
+$74.4M

Top Buyers

1
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
+$908M
2
Bank of America
Bank of America
North Carolina
+$161M
3
Ameriprise
Ameriprise
Minnesota
+$60.2M
4
Wellington Management Group
Wellington Management Group
Massachusetts
+$50.1M
5
Capital Research Global Investors
Capital Research Global Investors
California
+$43M

Top Sellers

1
Renaissance Technologies
Renaissance Technologies
New York
-$182M
2
Mawer Investment Management
Mawer Investment Management
Alberta, Canada
-$178M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$161M
4
UBS Group
UBS Group
Switzerland
-$107M
5
Primecap Management
Primecap Management
California
-$72.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
PA
301
Perennial Advisors
New York
$2.8M +$70.6K +748 +3%
CIBC Asset Management
302
CIBC Asset Management
Ontario, Canada
$2.79M +$367K +3,885 +15%
SC
303
SouthState Corp
Florida
$2.77M -$1.37M -14,531 -33%
AWM
304
Avitas Wealth Management
California
$2.77M +$54.9K +581 +2%
SCM
305
Stonebridge Capital Management
California
$2.72M -$11.8K -125 -0.4%
PAI
306
Pittenger & Anderson Inc
Nebraska
$2.7M – – –
SI
307
Stephens Inc
Arkansas
$2.69M +$16.2K +172 +0.6%
CA
308
Clearstead Advisors
Ohio
$2.66M +$9.26K +98 +0.3%
BB
309
Berkshire Bank
Massachusetts
$2.64M +$25.2K +267 +1%
VAS
310
Vestmark Advisory Solutions
Massachusetts
$2.62M -$516K -5,468 -16%
AFM
311
Abbot Financial Management
Massachusetts
$2.57M +$9.44K +100 +0.4%
BFG
312
Beacon Financial Group
Texas
$2.56M -$27.9K -295 -1%
WIC
313
Whitegate Investment Counselors
New Hampshire
$2.53M -$203K -2,150 -7%
NED
314
Nancy E. Dempze
$2.53M +$34.5K +365 +1%
TC
315
Telemus Capital
Michigan
$2.51M +$56.3K +596 +2%
PFS
316
Prospera Financial Services
Texas
$2.5M +$2.48M +26,267 +14,122%
IIM
317
Ipswich Investment Management
Massachusetts
$2.48M -$28.1K -298 -1%
NA
318
NewEdge Advisors
Louisiana
$2.48M -$1.85M -19,596 -43%
LJHT
319
Laurie J. Hall Trustee
$2.46M +$186K +1,966 +8%
CAMG
320
CWA Asset Management Group
Florida
$2.44M +$84K +890 +4%
CAM
321
Cresset Asset Management
Illinois
$2.42M +$388K +4,107 +19%
OSAM
322
O'Shaughnessy Asset Management
Connecticut
$2.42M +$38.3K +405 +2%
BCM
323
Brookmont Capital Management
Texas
$2.42M -$124K -1,316 -5%
PCTC
324
Perkins Coie Trust Company
Washington
$2.4M +$149K +1,583 +7%
ASN
325
Advisory Services Network
Georgia
$2.37M +$32.5K +344 +1%
11 12
13
14 15